Chen: don't always stare at mobile internet

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Last year when we first came on the market, there was a quarter that made a little money. It was a few days before the two quarter, when the smartphone was on fire. I said, and began to toss again, again to the time of enclosure. Mobile Internet Enclosure, this process is particularly frustrating and especially tired, your horse can run how fast you can circle how much land. But the circle to the land is saline-alkali, it is likely to pay several times the effort to get the same harvest. Not only that, many small companies are not as big as the huge cash flow, can not afford to toss. Everyone has not yet enjoyed the dividends of mobile internet, Weibo has come again, micro-bo just fire a few days, micro-letter again up

Can survive in this battle are heroes, the stage of the internet has obviously appeared: 2000 years ago, a wave of entrepreneurship, such as Sina, Ali, Tencent, 2000 years later is a wave, such as everyone, Youku, 360. Some people talk about the second wave of the Internet, in fact, look at the market environment to know that this is a false proposition, now the Internet industry in addition to the early several major sites, it is estimated that the founder of several companies can sleep practical sleep, I estimate Koo, Zhou sleep is not practical. But I can sleep all the time, from the time of Chinaren.

Although a lot of companies are doing a good job now, but the Internet entrepreneurial environment is really bad, like everyone's company is not easy to live, small companies how to live? No good can guarantee survival. We all think the mobile Internet still has the opportunity, in fact, in addition to the big guys, the younger generation has been very difficult, and some projects now look good, user growth is very fast, but two or three years later? If the time is good and not acquired, the problem comes out. Now the market is not big enough, no one to pay attention to you, and so your user stock is big, everyone to attack you, you can have how much space?

So entrepreneurs do not always stare at the internet and mobile Internet, consider to devote their energies to other industries, mobile Internet entrepreneurship In fact, there is not much space.

Many internet companies are turning to the mobile internet, which is a trend that all companies will encounter, whether you're going to do it for a long time or if you're going for three years, you have to change. To die or die (survival or death), this is an industry problem.

Everyone has experienced such a transition before, from the SP to mop, from the mop to the school, our history of transformation in the number of times, experience, calculate an advantage. Last year's listing provided us with ample cash reserves to make possible future investments. Now it seems that more attention should be paid to the structure of the business, should not make money not to make money, keep the user can be used to stick to the user's platform products, the platform to realize the transition to the back end, such as games, electric dealers, video and so on.

This is a structural problem, the front of the platform does not give force, that is not good behind. Now everyone attaches great importance to the structure, such as Jingwei for high-end white-collar workers, Renren does not need to cut this block. If a product want students and white-collar are very difficult to do, then we have two products to do, if two products are done bit, positioning is very clear.

Mobile internet companies have a long lifespan and can quickly occupy a position in the early days. Fast things can be quickly washed up, but now everyone will, the long-term effect is not. The most difficult product in the computer Internet is the operating system. Historically, the most profitable companies are operating system companies, such as Microsoft, Apple, and Google. From the historical experience of the PC, to be in the mobile Internet to make a contribution, must be closer to the operating system, so as to master the entrance. Here the most typical is millet, millet is equivalent to an Android OS package a skin, this skin is the most successful one. Lei has the technical advantage, this battle is not common people can fight. Even stronger than other traditional hardware companies, millet financing capacity, publicity and internet understanding are much better.

We are more focused on the application layer in the mobile Internet. Go up and develop products. Although this road is difficult, there are many enterprises are doing, but Renren is like a big spaceship, we all around the spacecraft, fill a hole, so that the spacecraft faster. In fact, it's a good deal to upgrade on a big platform, and a lot of small companies are still stuck with the question of how to find more users.

To make products, to be imitated or to be transcended is a common thing, then we will own their own lives, subversion. In this process, we will also actively try to make mistakes. In fact, the argument is wrong, in itself is not optimistic about the project, if you make one, that is to stay in history. This is what any company needs to do for a long time, but not the main business, should not invest more than 10% of the manpower, just try and experiment, feel bad decisively turned off. And many times, the innovation of small companies, trial and error, but for large companies to do experiments.

If you must do something on the mobile internet, be sure to focus on building your own product. But to be honest, now good products are not easy to find, killer products to use a magnifying glass, with binoculars to find. In fact, not necessarily how different things, in everyone inside, I also said, we have to improve the place is three times times on it. At present, everyone has 48 million months active users, I think another double is enough.

2012 is about to pass, this year is the first year of everyone's transformation, we are groping, eating losses have been injured, transformation is painful. Like all businesses that want to get involved in mobile internet, we're looking at the situation, looking at opportunities, and looking for an entry point. Now everyone is familiar with the environment, this is a swamp. 2012 is to see if you can find the shoes to walk in this swamp, find the right shoes, the ability to take the steel bar, 2013 is a rapid March process. Although this said, but when can go out, still do not know, we also insist.

In fact, can withstand toss or not, not to toss, how to play on how to fight, do not consider too much, is to survive this period of time, the next six months will be able to see. Now the Internet, some people earn money to sleep well, some people can not make money to sleep. Although we are losing money, I think it is an investment in the future. Without input, what is the harvest? Especially in the Chinese Internet, the world's rare Red Sea.

The new power of the internet in Chen's eyes:

How about a little bit of the future?

Mobile internet companies generally have a short life cycle, early may be quickly, but two or three years later, will face a lot of problems, such as capital, cash, and the competition of large companies, once the big companies come in, how many can survive?

Can you make a millet box?

Millet play is the internet is a very cattle practice, he gave Android a skin, but also the most successful one, as for the Millet box is actually the Internet card location problem. The box is a portal, just like hao123, is a navigation, this is a kind of soft and hard combination of practice, it is not easy, there are policy factors. I've seen a small team that specializes in boxes, and unlike Lei, he throws that thing directly onto the TV with all the ipad videos and text.

In the shadow of Tencent, how far can you go to play yy?

Once the earnings came out, Tencent and others do not know who is fast exerting force, and a Red sea to appear. The biggest annoyance of the listed company is that you are in the housetops, the opponent in the dark. Now make money, once all the road forces are killed in, and then back to fight the money. In the past, most of the time, small business innovation, in fact, is to do experiments in large enterprises. Chinese Internet giants do not need to spend big money on acquisitions, do it themselves, at least dozens of times times cheaper, this is the tragedy of Chinese internet entrepreneurs and investors. Perhaps it is a sign that this enthusiasm and capital should be invested in other places where it is more needed.